Financial Advisory Career Fit Review | Lawrence's Team | Abundant Life Planners
Find Out More | Pivot with Brenda

FOR MID-CAREER PROFESSIONALS IN SINGAPORE...

You’ve Spent 10+ Years Building Your Career. But Deep Down, You’re Not Sure You Even Want To Carry On Anymore. How Many More Years Are You Willing To Give It Before You Make A Change?

Discover a different career path without quitting blindly, starting from scratch, risking your financial security, or making a decision you’ll regret.

Brenda having a one-to-one career conversation with a professional
Industries Professionals Switched From
BANKING WEALTH MANAGEMENT HUMAN RESOURCES FOOD & BEVERAGE SALES BUSINESS DEVELOPMENT CORPORATE MANAGEMENT ENTREPRENEURSHIP
Brenda Lee

I Spent 13 Long Years In Banking I’d Grown To Despise… Before Finally Building Something I Actually Wanted To Wake Up For

Brenda Lee · Former Banker · 3× MDRT Producer · Advisor Development

I know what it feels like to spend years building a respectable career, only to realise you don’t want to spend the rest of your working life doing the same thing.

I spent more than 13 years in banking and financial services, working across foreign exchange, corporate banking, institutional asset management, retail banking and wealth management.

From the outside, I had built the kind of career you’re supposed to feel grateful for.

But my perspective on security changed when my father became seriously ill before he could even enjoy his retirement — and I suddenly found myself becoming the sole breadwinner.

It forced me to think differently about what I was actually working towards.

I had spent years doing what felt like the responsible thing: building experience, progressing professionally and choosing the security of a corporate career. But I started questioning whether staying simply because it felt safe was really the safest decision at all.

I could see where another 10 years on the same path might take me. And deep down, I knew I didn’t want to go there.

But I wasn’t prepared to resign impulsively, throw away 13 years of experience or gamble with my financial security either.

I wanted a responsible way to explore something different. I wanted to understand what the work actually involved, whether someone with my background could make the transition, and whether there were experienced people who could guide me through it.

That eventually led me into financial advisory.

With structured mentorship, practical coaching and a development environment around me, I was able to take the experience I had already built and apply it in a completely different direction.

I went on to achieve MDRT in consecutive years, qualify again in 2026, and eventually begin helping develop the next generation of advisers.

The career is not effortless, and success is never guaranteed.

But for me, making the change meant no longer looking ahead at another decade in a working life I already knew I didn’t want.

Your next step is not to quit your job. It is simply to get clear on whether a different path could be right for you.

13+ Years In Banking & Financial Services 3× MDRT Producer Hands-On Advisor Development

Three Reasons This Conversation May Be Worth Having Before You Make Another Career Move

REASON 01

You’ve Done Everything Right — And It Still Doesn’t Feel Secure

  • You’ve built years of experience, handled the politics and kept performing — but staying put no longer feels as safe as it used to.
  • The promotion may never have come, or it came and changed less than you expected.
  • You’re not looking for an easy escape. You want to understand whether your existing experience can translate into a career with more ownership and room to grow.
REASON 02

You Want Your Growth To Be Tied More Closely To The Value You Create

  • You don’t want to spend another decade waiting for someone else to decide your title, progression or ceiling.
  • Financial advisory can create a different relationship between effort, professional development, client relationships and long-term career progression.
  • This review helps you understand what that path actually looks like — without pretending the work is effortless or success is guaranteed.
REASON 03

You Want A Structured Path — Not A Blind Leap Of Faith

  • Your next step is not to resign. It is to get clear on what the profession involves and whether it fits your strengths, goals and circumstances.
  • You’ll be able to ask direct questions about the transition, mentorship, development environment and what would be expected of you.
  • If the fit is not right, you should know that before making a major career decision.

See How Professionals From Different Backgrounds Built A New Career Direction

Real career journeys from people who made the transition from established professional backgrounds into financial advisory.

FOOD & BEVERAGE → FINANCIAL ADVISORY

From No Finance Background To 12 Years In The Profession And Multi-Year MDRT

Toni · Multi-Year MDRT · Progressing Toward COT
HR RELOCATION → FINANCIAL ADVISORY

How She Turned Existing Relationship Skills Into A Completely New Career Direction

Sheena · Progressing Toward MDRT

Apply For Your Financial Advisory Career Fit Review

In this free private review with Lawrence’s team, you’ll assess whether your banking and relationship-management experience could transfer, understand the transition pathway and decide whether this career is genuinely worth exploring further.

In This Review, You’ll Receive:

An assessment of how your banking, client and relationship-management experience could transfer.

An honest overview of what financial advisory genuinely involves.

A clear explanation of the transition pathway, mentorship and practical coaching available.

A suitability and risk discussion based on your goals, responsibilities and current stage of life.

A clear next step, even if you decide the profession is not right for you.

APPLY FOR A FREE CAREER FIT REVIEW Free · Private · No obligation

The Questions You Should Ask Before Making Any Career Move

No. The team includes professionals who entered from backgrounds such as Food & Beverage and HR relocation services. What matters more is whether you are coachable, professional, growth-minded, resilient, ethical and able to build trusted relationships.

No. Arise specifically avoids easy-money and hype-based positioning. The focus is professional growth, mentorship, confidence, leadership and long-term development. Financial advisory involves real work, learning and accountability, and no outcome is guaranteed.

That is exactly why the first step is a Career Fit Review rather than resignation. The goal is to understand the profession, the transition pathway and whether it fits your strengths and circumstances before making a major decision.

Arise is built around intentional mentorship, practical coaching and structured development. Development begins before onboarding through a selection and pre-contract process, with hands-on guidance designed to help advisers become confident and increasingly independent.

This is Page 1 of the process. After submitting your details, you will move to Page 2 to choose a suitable time for a private Financial Advisory Career Fit Review. Page 3 will confirm your booking and next steps.

Fill out the survey to get a FREE Career Discovery Call with Lawrence’s Team (led by Lawrence Ee, Founder and Managing Director of Abundant Life Planners)👇🏼

Private. Completely free. No obligation to make a career decision.

Abundant Life Planners | Career Discovery Call

Arise-Abundant Life, an authorised representative of AIA Singapore Pte Ltd (UEN: 201106386R).

Lee Shan Shan RNF LSS3000583